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Small to mid-size accounting firms with teams of 3 or more looking to stay organized and efficient without duplication of effort. Save money, work from anywhere, and communicate effectively.
We serve CPA's, Tax Attorneys, Enrolled Agents and Tax Professionals.
Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.
The one thing I dislike is the feature that checks out documents. Multiple people should be able to see documents at once.
Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding.
Initial setup is time-consuming & there is a small learning curve. Not sure how you would avoid this since it's a new software.
I love how easy it is to navigate once you have the playing field down. Its nice to be able to have all of your documents organized in one area.
Yes a refund button for when you accidently apply payment to the wrong account.
I've been in the tax and accounting industry for 25 years and have contacted all kinds of support services and NO ONE can touch the quality of support at Firm360. They treat you like your best friend.
Documents filing system, automatic sort out system non-exiting, search criteria limitation.
Overall, the people are nice, I love the monthly groups and the new Facebook. Customer service is awesome.
Some notices are missing samples. Could not figure out how to utilize my CPA Charge account through the software.
I am also impressed with the outstanding customer service that I receive when I have questions. Response by [sensitive content hidden] is immediate.
I wouldn't have a tax or bankruptcy practice without IRS Solutions Software.
I think the software's help in completing things like Form 433-A are great because it tells you what is allowable, and gives ideas on items you may not have thought about including.
At first, I was quite skeptical especially when I saw the $7 initial monthly fee. Well, after a month of thinking about acquiring the software, I took the plunge and signed up.
Information is updated almost daily. Just a great team and great software that will help my business step to the next level faster than normally would be expected.
I have used it less than one year and am really just getting started with resolution work. If there is something missing from the software I do not know right now.
Firm360
Top FeaturesIRS Solutions Software
Firm360
IRS Solutions Software
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